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Physician Wealth Advisors’s Cadrenal Therapeutics CVKD Stock Holding History

Physician Wealth Advisors’s Portfolio CVKD Stock Details CVKD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-52
Closed -$917 – 1855
2025
Q1 		$917 Buy
+52
New +$956 ﹤0.01% 1138

Other funds holding CVKD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Physician Wealth Advisors's CVKD Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Cadrenal Therapeutics (CVKD) in Q2 2025, closing a stake of 52 shares — an estimated $917 sold.

Physician Wealth Advisors first reported a position in CVKD in Q1 2025 and held it in 1 quarter. The position peaked at $917 in Q1 2025. 17 funds tracked by Wall St. Rank hold CVKD as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Cadrenal Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 52 Cadrenal Therapeutics shares in Q2 2025, an estimated $917.
  • Physician Wealth Advisors first reported a position in Cadrenal Therapeutics in Q1 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Cadrenal Therapeutics position peaked at $917 in Q1 2025.
  • 17 funds tracked by Wall St. Rank held Cadrenal Therapeutics as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.